Today, A shares was not affected by the sharp drop of US stock last Friday, and the trend was relatively tenacious. Although the index is calm, the overall performance of stock is pretty good, most of which are rising.
The direction leading the rise today is the information innovation (innovation industry for information technology application), military industry, industrial mother machine, medical equipment, semiconductor and other sectors, which are actually the direction of domestic substitution.
The pharmaceutical and medical sector hit the daily limit last Friday. Many people say that when the pharmaceutical and medical industry reversal, I actually don’t think so. Pharmaceuticals fell too much in the early stage, but now it is more of an oversold rebound, and it is hard to say the sustainability is difficult to say. And Xinchuang is actually a bunch of software stocks, and it will speculate on the concept of domestic substitution at the end of every year. The two sectors of may not be strong in sustainability, so be careful not to chase high prices.
Today, the new energy sector has been relatively spanning, and it fell when many new energy sub-sectors performed very well in the third quarter. In my previous article in the new energy sector, the short-term prosperity of new energy vehicles may decline. Although the prosperity of photovoltaic is still there, its valuation is not suitable for getting on the car, at least it is not suitable for large positions and to get up.
In fact, the new energy sector is currently very embarrassing. Because the organization is in a "prisoner's dilemma", the organization is willing to kill the enemy but is unable to rise. The reason is that the new fund issuance is bleak, and there is no incremental fund to continue playing music and dancing. Even if the rise cannot rise, and if the fall is not willing to fall, it is embarrassing at a high level. is now waiting for an opportunity to break this balance, or external factors such as the decline in sales of new energy vehicles, or the US rate hike of , and then another decent adjustment, that is a very good time to buy (especially photovoltaics, the initial adjustment range is too small).
The current position is undoubtedly a volatile stage of bottoming , but the situation outside continues to turbulently, and the United States is still raising interest rates wildly. Even if buys bottoming , you should pay attention to controlling the cash ratio. Now A-shares are becoming less and less profitable. The past decade has been a golden age that cannot be replicated. The way to buy industry leaders with closed eyes has failed. As an old bird with more than ten years of investment experience, I have clearly felt that making money is increasing in the past two years. The future will always be a structural market. If you buy the right one, it will be a bull market, and if you buy the wrong one, it will be a bull shit. This requires increasingly high abilities for investors.
Moreover, A-shares are quite distinctive, and they must take into account both top-down and correct direction (everyone should know what I am talking about), otherwise it will be easy to get hit. In short, it is becoming increasingly difficult to make money. Even if you buy at the bottom of 3,000 points, you may still lose money by 4,000 points. The best way to is to control the investment ratio, and the proportion of investment in the stock market is preferably less than 50% of the investable funds. And you need to disperse configurations, not only placing one or two objects, but not leveraging to leverage . If you do not have the ability to select stocks, buying index funds is also a good choice.
for many years of investment, I always remember one truth: the stock market money cannot be made, but I can lose all the money!
